A detailed history of Kingswood Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,678 shares of AXP stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,678
Previous 2,744 34.04%
Holding current value
$1.1 Million
Previous $636 Million 56.91%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$225.92 - $271.17 $211,009 - $253,272
934 Added 34.04%
3,678 $997 Million
Q2 2024

Jul 09, 2024

SELL
$217.5 - $243.08 $245,557 - $274,437
-1,129 Reduced 29.15%
2,744 $636 Million
Q1 2024

Apr 15, 2024

BUY
$179.79 - $229.12 $363,175 - $462,822
2,020 Added 109.01%
3,873 $882 Million
Q4 2023

Jan 16, 2024

BUY
$141.31 - $187.8 $261,847 - $347,993
1,853 New
1,853 $347 Million

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $223B
  • Description
  • American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...
More about AXP
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